Investment Methodologies

Managing Portfolios Across the Full Spectrum of Asset Classes

Our research analysts and fund portfolio management teams develop our asset class - specific strategies utilizing proprietary fundamental and quantitative methodologies. We directly manage the full-spectrum of traditional asset classes while seeking select institutional partners for specialty asset class strategies.


Our U.S. Core, International, and High Dividend equity strategies leverage both quantitative and fundamental research methodologies

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Core Fixed Income

An introduction to our strategies within the core fixed income asset class

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Alternative Investments

We provide institutional-quality alternatives for private client portfolios

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The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.

The content presented is based upon information received from sources City National Rochdale considers reliable. Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change.

Investment Professionals

New York